Many advisers feared they would have to make massive changes to their businesses based on the DOL’s final fiduciary rule, but the big reveal brought more of a sigh of relief than pretty much anyone expected, says one experienced ERISA attorney.
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Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed to the long-term side of savings.
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Millennials are looking forward to retirement in new and refreshing ways, suggesting that retirement in the future could become something very different from what it is today, according to the latest Merrill Edge Report.
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Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories. The winners’ practices demonstrate many of the best outcomes-based strategies that the retirement planning industry has to offer.
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